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Director of Financial Planning — Client Wealth
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-01-01
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Director of Financial Planning in Bethesda, MD. The successful candidate will provide outstanding financial advice, develop client relationships, and evaluate situations thoroughly. Responsibilities include building trust with clients and presenting compelling recommendations. Desired qualifications include direct client-facing experience and a Series 65 license. Competitive compensation package with a base salary ranging from $125,000 to $350,000.
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